The objective of this initiative is to develop an integrated system architecture that supports NAIF’s front and back-office functions, ensuring a unified approach to managing stakeholders, financial transactions, and business operations.

Key objectives include:

• Streamline proponent management and deal lifecycle processes.
• Enable real-time document management and compliance tracking.
• Supporting automated workflows and task management.
• Establishing a scalable and secure data architecture with comprehensive data governance.
• Integrating back-office finance, accounting, and payroll systems for complete organizational management.

The users and their needs

NAIF's System Transformation Initiative encompasses several core areas, prioritizing the integration of CRM with document management systems and the development of automated workflows for key processes. The solution should allow for an incremental approach, initially focusing on CRM and front-office processes before expanding to support back-office functions, including finance and compliance.

Key areas of focus include:

CRM & Document Management Integration

• A robust CRM system integrated with SharePoint (or similar) to manage proponent records, interactions, and associated documentation.
• The system must support interaction tracking (calls, emails, web inquiries) and ensure ease of data entry, meeting note recording, and automated task creation.

Workflow Automation

• Automated workflows covering the proponent and deal lifecycle, task management, approvals, compliance, and reporting.
• Efficient task assignment and escalation mechanisms must be embedded to ensure the system supports NAIF’s requirements.

Data Management & Architecture

• A unified approach to data management, emphasizing security, governance, and data consolidation across systems.
• Solutions should minimize manual intervention, favour off-the-shelf components, and include comprehensive system architecture.

Support & Service

• Comprehensive implementation and ongoing support structure, including training, updates, and service management post-deployment.
• Respondents must outline their approach to ensure continuous support and seamless adoption of the solution.

Work already done

• High-level business requirements mapping, current business and information flow.
• Data migration activities are underway to prepare for the transition from the current CRM system.

Technical/business constraints

NAIF is a small but agile Corporate Commonwealth Entity with approximately 50 staff and a manageable IT infrastructure. The CRM currently holds around 2,500 proponent records.

The transformation initiative will require seamless integration of various systems to unify NAIF’s data management and operational processes, ensuring scalability and flexibility to accommodate future growth.

Industry briefing

Please follow the URL below to attend the information (Q&A) session with NAIF on Fri 25 Oct 2024 - 10am (AEST)

URL:

Microsoft Teams Meeting URL

Meeting ID: 477 013 397 763

Passcode: XmFnps

Dial in by phone:

+61 2 9054 7298,,936606386# Australia, Sydney

Phone conference ID: 936 606 386#

Join on a video conferencing device:

Tenant key: 198795457@teams.bjn.vc

Video ID: 136 345 151 1

• All questions and request for further information must be submitted by 24 Oct – 1pm (AEST), to be addressed in the Information (Q&A) session. Please address all questions to,
• Email: naif@naif.gov.au
• Subject line: NAIF EOI – Digital Transformation Phase 1

Response format

• References
• Relevant case study
• Presentation
• Prototype
• Free product trial
• Other